Want to ensure your retirement plans are on track?

New legislation in pensions means greater flexibility for some,although retirement planning is not just about a pension plan.

Make sure you are not being repeatedlycharged to review the same money?

We believe once we are being paid a fee to monitor a client’s investments, this should be the only fee they pay. Click here to find out about the Heritage Loyalty Discount and the Heritage Replacement Promise.

How often are you reviewing your investments?

Managing investments takes time, skill and knowledge and from our experience we believe regular portfolio reviews provide the best results. We dedicate a lot of our time and resources into researching the optimal solution for our clients.

Maintaining regular contact with your adviser?

Regular client contact is at the heart of what we do. We aim to provide our clients with an ongoing service which represents good value for money. We want regular contact with our clients in order that we can fully appreciate their circumstances.

At Heritage, we believe in looking after the clients we manage.

At Heritage Wealth Solutions we are holistic financial planners and we take pride in our ability to advise clients on any stage of their financial journey. We take time to understand the individual requirements of our clients.

We believe in looking after the clients we manage. As experienced chartered financial planners we are able to view the pros and cons of our advice and ensure, on balance, our solutions best meet client needs.

About Heritage

At Heritage our main focus is on building strong client relationships. Choosing the right adviser can be difficult and knowing your adviser will be there throughout your financial career is vital before committing to such a relationship.

We invest a significant amount of time at the beginning of our journey in order to understand your aims and objectives as well as the resources you have to meet those aims.

We believe in looking after the clients we manage. As experienced chartered financial planners we are able to view the pros and cons of our advice and ensure, on balance, our solutions best meet client needs.

According to a poll carried out by financial website loveMONEY.com, 90% of people declared that they disliked inheritance tax, dubbing […]

Customer Success Stories

Many people in the process of planning their retirement look to independent financial advisers to help with pension’s advice when they hear of options of investment to increase their savings. This was the case for our Leeds team recently, who helped Eric find a secure level of income during his retirement…

Eric, who was still working at the time, came to our team after being recommended our services by a friend, with a request to take out money from his pension to buy a property, but found that if he did so whilst still in work he would face an unnecessary and high tax bill.

Initially, we offered a free 30 minute finance consultation with Eric, so we could discuss his situation, before planning in the next steps to take to help resolve it.Read More

What Our Customers Think

“I have found that Andrew Dodd, partner at Heritage, delivers financial advice in an easy and understandable way, so that people like myself can simply understand the steps needed to be taken.

Throughout the time we have dealt with him, before his venture with Heritage, he is always prompt at meetings, efficient with his time management, and will also spend the extra time in giving financial advice to do with our financial portfolio.

I would always recommend him as an independent financial adviser to help with anyone I know looking for portfolio management, pension advice and even tips on regular savings.”

We worked with Andrew for over 8 years now, prior to his time as independent financial adviser for Heritage, and he has proven to be an excellent adviser, whom we moved from a working environment into retirement with.

During that time we had excellent and friendly financial advice, from retirement planning and pensions to portfolio management and investment advice, all of which we fully understood and were comfortable with. In all of his financial recommendations they have proven to be extremely beneficial for us, and nothing is ever seen as too much trouble, as he has always remained reachable and delivered timely and effective financial advice.

We would always recommend Andrew, and now the whole Heritage team as we are positive that everyone else would have the same enjoyable experience as we do. With Andrew you were not just another person in a queue, it’s a personal financial experience, and it’s reassuring that we could contact him whenever for advice big or small.

We believe in looking after the clients we manage.

Choosing the right adviser can be difficult and knowing your adviser will be there throughout your financial career is vital before committing to such a relationship. Why not call us to see how we can help you.

Useful Links

Chartered Financial Planners

All Advisers at Heritage have individually achieved Chartered Status which is currently the gold standard for financial planners.

This status confirms every chartered financial planner has completed a suite of professional qualifications equivalent to a bachelor’s degree. We are available under the financial services register under reference 678847 on the following link: www.fsa.gov.uk

UK Regime wording

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.